Overview
The Outside Business Development Specialist supports branch growth by developing relationships with prospective consumers and generating qualified residential mortgage leads. Through proactive outreach, follow-up, and referral development, this role helps build a strong pipeline of opportunities and facilitates introductions to licensed Mortgage Loan Originators for loan-specific guidance. This position is limited to non-licensed activities and does not take applications, quote rates, or discuss loan terms. This position is meant to participate in the Real Estate Partner Program (REP).
Responsibilities
• Identify, engage, and cultivate relationships with consumers who may have residential mortgage financing needs.
• Generate consumer mortgage leads through outbound outreach, networking, database follow-up, referral relationships, community events, and other approved marketing efforts.
• Educate prospective consumers on the mortgage process at a general level and direct all loan-specific questions to a licensed Mortgage Loan Originator.
• Schedule and coordinate introductions and appointments between prospective borrowers and licensed Mortgage Loan Originators.
• Maintain consistent follow-up with prospective consumers to support engagement and conversion.
• Track lead activity, referral sources, contact history, and pipeline status in the company CRM or other approved systems.
• Support branch production goals by developing and maintaining a steady pipeline of qualified consumer opportunities.
• Work closely with licensed Mortgage Loan Originators, branch leadership, and internal teams to ensure smooth handoff and follow-through on referred consumers.
• Participate in approved marketing, outreach, and business development initiatives to increase awareness of the company's mortgage services.
• Maintain accurate records and perform all duties in compliance with company policy and applicable legal and regulatory requirements.
• Keep all mortgage-related activities within the scope of a non-licensed role. This position does not take loan applications, quote rates, recommend loan products, negotiate loan terms, or perform any activity requiring Mortgage Loan Originator licensure.
• If also licensed as a real estate broker, maintain clear separation between mortgage outreach activities and real estate brokerage activities in accordance with company policy and applicable law.
• Ensure any required affiliated business arrangement disclosures are provided at the time of referral to PRMG or to the brokerage.
• Complete all required training, orientation, and attend meetings.
Qualifications
2+ years of experience in consumer sales, lead generation, customer outreach, business development, mortgage marketing, real estate, or a related field preferred.
Skills:
• Strong interpersonal, communication, and relationship-building skills.
• Excellent verbal and written communication abilities.
• Strong follow-up, organization, and pipeline management skills.
• Ability to work in a fast-paced, production-driven environment.
• Experience using CRM systems, Microsoft Office, and other business development tools.
• Professional, detail-oriented, and able to manage multiple priorities effectively.
• Real estate broker experience or licensure is a plus.
• Mortgage industry familiarity is preferred.
• Clear understanding of the limitations of a non-licensed mortgage support role.
Education:
• Four-year college degree in business, finance or related field
• College-level coursework and equivalent work experience
Travel:
• May be required.
Min
USD $0.00/Yr.
Max
USD $300,000.00/Yr.
